Carson Wealth (CWM LLC)’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.11M | Sell |
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|
2025
Q2 | $9.3M | Buy |
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|
2025
Q1 | $6.03M | Buy |
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|
2024
Q4 | $2.81M | Sell |
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|
2024
Q3 | $2.83M | Sell |
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|
2024
Q2 | $3.38M | Buy |
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|
2024
Q1 | $3.19M | Buy |
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|
2023
Q4 | $182K | Hold |
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|
2023
Q3 | $169K | Hold |
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|
2023
Q2 | $172K | Hold |
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|
2023
Q1 | $163K | Sell |
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|
2022
Q4 | $162K | Sell |
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|
2022
Q3 | $200K | Hold |
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|
2022
Q2 | $203K | Sell |
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|
2022
Q1 | $220K | Sell |
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|
2021
Q4 | $291K | Buy |
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|
2021
Q2 | $675K | Hold |
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|
2021
Q1 | $675K | Hold |
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|
2020
Q4 | $675K | Hold |
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|
2020
Q3 | $675K | Hold |
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|
2020
Q2 | $675K | Hold |
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|
2020
Q1 | $675K | Hold |
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|
2019
Q4 | $675K | Hold |
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|
2019
Q3 | $675K | Hold |
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|
2019
Q2 | $675K | Hold |
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|
2019
Q1 | $675K | Buy |
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